About Scharf Pera & Co., PLLC
<p>Founded in 1975, Scharf Pera & Co., PLLC has worked with clients across the Charlotte metro area on tax, accounting, and audit needs.</p> <p>The firm is a CPA practice that handles work for individuals and businesses, along with estates and trusts. For organizations that need an independent review of financial statements, Scharf Pera & Co. provides audit services as part of its broader accounting offering.</p> <p>It also provides financial consulting projects, including management services, business valuations, and support for mergers and acquisitions. What sets the firm apart is the mix of traditional CPA services with valuation and M&A support under one roof.</p> <ul> <li>Audit services (including support often used by <a href="/retirement-plans">retirement plan providers</a>)</li> <li>Tax planning and tax preparation</li> <li>Accounting services for individuals and businesses</li> <li>Work for estates and trusts</li> <li>Business valuations and M&A assistance</li> </ul>
Audit Statistics (2024)
- Total Plans Audited: 1
- Total AUM Audited: $37.4M
- 401(k): 1 plans, $37.4M AUM